Brett Alexander St John

Employer firm

Coastal Bridge Advisors CRD 152569

$5.02B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INSURANCE SOLUTIONS AND CREDIT AND CASH MANAGEMENT SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 10/2016
  Bloomberg L.P.
  Princeton, NJ
• 10/2016 → 12/2019
  Voya
  Windsor, CT
• 10/2021 → Present
  Coastal Bridge Advisors, Llc
  Westport, CT
• 01/2020 → 03/2021
  Unemployed
  West Hartford, CT
• 03/2021 → 10/2021
  Fiducient Advisors
  Windsor, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-06